Dashboard Overview

The dashboard overview page gives you a glimpse into the features available under the Dashboard section. The dashboard lets you create intuitive reports with visualizations and insights that help you take decisive actions.

In the dashboard section, you use the survey data from your existing surveys and visually present the data using widgets. With the Survey2Connect account, you get 10+ widget types including Bar Graph, Pie Chart, Wordcloud, and much more. You can also customize the dashboard using filters, themes, and languages of your choice. You can share the dashboard with your team with the Share feature and you can export the Dashboard to access it on your device. There are numerous features available in the Dashboard and Dashboard overview page covers all the features available:

All Projects
Under this section, you can see all the dashboards you have created under your account. You can view and manage them from this section of the dashboard. Under the manage part, you can move it to the library, delete it or change the setting. 

• Owner: This section shows you the owner of the Dashboard. In case you have shared the Dashboard with a group, the name of the group would be shown in the Owner tab. Otherwise, it shows the name of the owner, which in this case would be the user creating the dashboard.

• Actions: Under this section, you have the option to perform some action
  • Edit Dashboard: The edit button is provided outside and you can edit your dashboard by clicking on this button.
  • Copy Dashboard: This button would help you clone your dashboard, creating an exact copy of the dashboard
  • Move To Library: Using this button, you can move the particular dashboard to a specific folder in your library. This option is useful when you wish to share your dashboard with other users in a group.
  • Delete: This option would allow you to delete your dashboard.

Shared 

Under this, you find all the dashboards you have shared with other users in your team. You can view and manage them from the Shared page. Now with Survey2Connect’s Dashboard account, you have the access to share your dashboard across two ways. Either you can share your dashboard in read-only mode using the Share button on the individual dashboard page or you can share your dashboard with your groups by moving them to Library and to the specific Group folder. In that case, the group users would have complete edit access. Under the Shared section here, you can find all the Dashboard that you have shared with the group, with editing access.

Libraries

From this section, you can view your library for dashboards in them. You have the option to move the dashboard to the library to share it with other users and save it. If your Dashboard is in the Library section, you can directly open them from the Libraries tab. Click on it and navigate to the respective folder to open the dashboard.

Deleted

This shows you all the deleted dashboards in your account. When you delete a dashboard, it is sent to the deleted section from where you can either restore them or delete them permanently.

Filters

Through filters, you can sort and arrange your dashboard list as per your need. The available options under the filters are

• Filtering By Modified Date: You can select a time period by selecting the start date and end date
• Sort By: You can sort your Dashboard list on the basis of 4 available options
  • Created date – Latest first: This sorts the data with the newest dashboard at the top
  • Created date – Oldest First: This sorts the data with the oldest dashboard at the top
  • Modified date – Latest first: This sorts the data with the newest modified dashboard at the top
  • Modified date – Oldest First: This sorts the data with the oldest modified dashboard at the top

New Dashboard
Use this button to create new dashboards for your surveys. You can follow this step-by-step guide to creating a new dashboard. 

Exports
This button allows you to export your dashboards and share them in offline mode. This button shows you all the exports option available. 

Test Link
Test Link is used to sharing your dashboard with your team members while it’s being created. It is a temporary link that allows you to share the dashboard for a short period of time. 

Source
The source is the base data you acquire from the survey to make your dashboard. You can use multiple sources from multiple surveys to create a dashboard. Click here to read more about Source. 

Edit Mode
Edit mode allows you to make changes to your dashboard. If you wish to make any changes to the dashboard, you would need to enable the edit mode. In Edit mode, you can add widgets, add themes and make changes to settings. 

Preview
This button lets you preview your survey prior to publishing.

Publish
You can publish your dashboard using this button. You also get the option to restore to a previously saved version of your survey with this button. Click on the drop-down next to it to access the Restore option.

New Widgets
With this button, you can add new widgets to the dashboard. You can select from the options available on the widget page. Click here to read more about widgets.

Themes
You can change the theme of your dashboard to match your brand tone. You can either select from the options available or create your own theme. Click here to read more about the Themes.

Languages
With Survey2Connect, you get the option to change the theme of your dashboard data using the Languages button. You can add numerous languages to your dashboard. Read more about languages by clicking here.

Edit Layout
This option when enabled, lets you drag and drop widgets to create a custom layout for your dashboard. You can create different layouts for your mobile and desktop view.

Settings
This option lets you make changes to your dashboard settings. You can read more about Dashboard settings, here.